Valeo Financial Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Valeo Financial Advisors’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,000	Closed	-$24K	–	2250
2020 Q2	$24K	Hold	1,000	–	–	﹤0.01%	1001
2020 Q1	$24K	Buy	1,000 +600	+150%	+$15.1K	﹤0.01%	850
2019 Q4	$10K	Hold	400	–	–	﹤0.01%	1123
2019 Q3	$10K	Buy	+400	New	+$10.4K	﹤0.01%	1036
2018 Q4	–	Sell	-1,000	Closed	-$26K	–	1781
2018 Q3	$26K	Buy	+1,000	New	+$26.2K	﹤0.01%	696

Other funds holding BSJN

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return